Configuring Users to Accept Cross-Organisation Tasks
Access the User Configuration:
- Open the EMIS Web menu.
- Navigate to "Configuration" → "Organisation Configuration," then click "Users."
For Individual Users:
- Select the user and click "Edit User" on the ribbon.
- In the left pane of the Edit User screen, click "Cross Organisation Sharing."
- Select "Yes" for both "Accept Workflow Tasks from Sharing Organisations" and "Send Workflow Tasks to Sharing Organisations."
- Choose the default task send type: User, Team, or Service, and click "OK."
Configuring Teams, Services, and Service People
For Teams:
- Go to "Teams" under the Organisation Configuration section.
- Select the required team, click "Edit," and set "Allow Acceptance of Tasks" to "Yes."
- Click "OK" to confirm.
For Services and Service People:
- Navigate to "Services" in the Organisation Configuration.
- Choose the respective service or service person, click "Edit."
- In the "Cross Organisation Sharing" tab, ensure "Accept Tasks from Shared Organisations" is set to "Yes."
- Click "OK."
Cross-organisation tasks streamline the workflow by allowing seamless information sharing across departments, eliminating the need to juggle multiple system logins.
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